Royal Fund Management
VRT icon

Royal Fund Management’s Vertiv VRT Stock Holding History

Royal Fund Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.7M Buy
23,602
+1,534
+7% +$418K 0.45% 77
2026
Q2 		$7.39M Sell
22,068
-1,563
-7% -$496K 0.62% 56
2026
Q1 		$5.92M Sell
23,631
-85,665
-78% -$19M 0.56% 65
2025
Q4 		$17.7M Buy
109,296
+59,188
+118% +$10.3M 1.61% 8
2025
Q3 		$7.56M Sell
50,108
-3,338
-6% -$445K 0.9% 32
2025
Q2 		$6.86M Sell
53,446
-7,903
-13% -$769K 0.68% 41
2025
Q1 		$4.43M Buy
61,349
+19,311
+46% +$2.06M 0.49% 69
2024
Q4 		$4.78M Sell
42,038
-2,200
-5% -$261K 0.45% 68
2024
Q3 		$4.4M Buy
+44,238
New +$3.67M 0.26% 98
2024
Q1 		– Sell
-27,919
Closed -$1.34M – 343
2023
Q4 		$1.34M Buy
+27,919
New +$1.19M 0.15% 163

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Royal Fund Management's VRT Position: Q3 2026 in Review

Royal Fund Management increased its Vertiv (VRT) stake by 7% in Q3 2026, buying an estimated $418K and bringing the position to 23,602 shares worth $5.7M. The position accounts for 0.45% of the portfolio, ranked #77.

Royal Fund Management first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.7M in Q4 2025. 700 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Royal Fund Management held 23,602 shares of Vertiv worth $5.7M as of Q3 2026.
  • Royal Fund Management bought 1,534 Vertiv shares in Q3 2026, an estimated $418K.
  • Vertiv made up 0.45% of Royal Fund Management's portfolio in Q3 2026, its #77 holding.
  • Royal Fund Management first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
  • Royal Fund Management's Vertiv position peaked at $17.7M in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.